Banking CX Automation Solutions

AI-powered CX Automation for banking and capital markets. Elevate CX while improving efficiencies and compliance across your contact center, branch, back office, and digital teams.

banking teller

Evolving banking challenges require a new, open approach

As customer expectations and user behavior change, challenges evolve. It’s becoming harder to:

  • Grow sales and revenue
  • Provide seamless customer experience
  • Improve workforce effectiveness
  • Prevent fraud and instances of non-compliance.

We can help you do all this on a best-in-class Open platform. Achieve AI business outcomes with Verint now.

Discover our Open Platform

Supercharge your bank branches: Maximize appointment booking

As more and more people are buying new products and services in person again, bank branches are returning to the spotlight.

Read our eBook to find out how you can:

  • Improve customer experience and retention with appointment booking
  • Increase sales and revenue in bank branches
  • Drive efficiencies through automation
  • Leverage insights from online appointment booking
Download Now
supercharge-bank-branches-ebook-feature

With Verint, leading banks can

Activating this element will cause content on the page to be updated.

Increase sales and revenue in your branch

Bank and credit union branches are evolving into true customer engagement centers. By aligning staff roles and skills to market opportunity and customer needs, banks can drive more sales and grow revenues while increasing operational efficiency.

Regions Financial Corporation increased customer satisfaction and loyalty by 14%, improved employee retention by double digits, and grew households and deposits using Branch Workforce Management.

Read Region Bank's Story

Connect CX to revenue

Listen everywhere, analyze deeper, and act immediately with Verint Voice of the Customer (VoC) solutions – to increase customer loyalty and business performance.

Comerica Bank used Verint Voice of the Customer solutions to predict which web and mobile enhancements would provide the greatest lift in customer satisfaction. One enhancement resulted in a 5% increase in CSAT.

Read Comerica's Story

Deliver seamless experiences across telephony, digital, and physical channels

Your customers are increasingly going digital, so providing seamless customer experiences across all channels, bots, branches, and agents is key. Empower your customers to self-serve in your IVA, or easily transition to chat or voice without the need to repeat themselves. Intelligent routing ensures each interaction goes to the right resource, at the right time, for the best possible experience.

With Verint Telephony and Digital Channels solutions and AI-powered bots, you can streamline CX across all channels.

Learn More

Unify data to improve CX

Understanding customer interactions and experiences is essential to your success. Our AI-powered Voice of the Customer solutions enable you to listen to your customers across every touchpoint – including, direct, indirect, and inferred sources.

Using Verint’s AI-powered Speech Analytics and Voice of the Customer solutions, VyStar Credit Union can understand their members’ experiences, analyze their sentiments, and proactively respond to their feedback from across channels. As a result, they’ve improved average speed to answer by 67.7% and increased member satisfaction by 7.5 %.

Hear VyStar's Story

Find, retain, and empower your employees

Your operations are growing in complexity, with more communication channels, work types, and increasing customer expectations. We’ve made it easier to create accurate, omnichannel forecasts and flexible schedules to align employees with demand and work volumes across the enterprise.

We’ve added new AI-Powered Bots to help you find and hire the best candidates and keep your agents engaged with hyper-flexible scheduling.  Check out the Verint Interview Bot and Verint TimeFlex Bot.

Navy Federal Credit Union uses Verint Workforce Management for Enterprises to create a One Workforce approach to their staffing.

Hear NFCU's Story

Balance costs and service in your back-office

Slow turnaround times and processing errors in the back office directly impact CX. Verint Operations Manager solution is purpose built for back-office operations and provides real-time performance data on the work, your people and your processes.

The Work Allocation Bot automatically prioritizes and allocates work to the employee with the skills and availability to execute it.  The solution continually rebalances work so that your service goals are cost effectively met.

Santander Bank UK was able to increase mortgage application processing speed by 20%, improve employee productivity by 25%, and boost NPS by 5%.

Watch the On-Demand Webinar with Santander

Prevent branch fraud, mitigate risk, and improve security

Verint is the leading provider of fraud prevention and security solutions for financial institutions. Identify risks and vulnerabilities in real time and help investigators mitigate threats, ensure compliance, and improve investigations.

From versatile and scalable network video recorders to robust video management software and more, our best-in-class security solutions can help keep your branches safe.

Explore our Fraud and Security Solutions

Master financial compliance

Keeping up with compliance requirements like Dodd-Frank, MiFID II, and MAR is complicated. Master regulatory adherence with a unified compliance platform complete with AI-powered speech transcription and analytics.

Saxo Bank chose Verint Financial Compliance to transform its compliance operations and navigate through complex trading regulations. With Verint, they can now record, secure, analyze, and understand all their regulated interactions across leading communication and collaboration platforms.

Read Saxo Bank's Story

Increase sales and revenue in your branch

Bank and credit union branches are evolving into true customer engagement centers. By aligning staff roles and skills to market opportunity and customer needs, banks can drive more sales and grow revenues while increasing operational efficiency.

Regions Financial Corporation increased customer satisfaction and loyalty by 14%, improved employee retention by double digits, and grew households and deposits using Branch Workforce Management.

Read Region Bank's Story

Connect CX to revenue

Listen everywhere, analyze deeper, and act immediately with Verint Voice of the Customer (VoC) solutions – to increase customer loyalty and business performance.

Comerica Bank used Verint Voice of the Customer solutions to predict which web and mobile enhancements would provide the greatest lift in customer satisfaction. One enhancement resulted in a 5% increase in CSAT.

Read Comerica's Story

Banking Solutions

  • Telephony and Digital Channels

    Provide seamless customer experiences across channels, bots, branches, and agents.
  • Forecasting and Scheduling

    Elevate CX and improve employee engagement with accurate forecasts and AI-powered flexible scheduling.
  • Back-Office Workforce Management

    Improve the efficiency of your back-office teams while improving CX and reducing costs.
  • Voice of the Customer

    Listen to your customers across all channels to increase customer loyalty and business performance.
  • Financial Compliance

    Master regulatory adherence with a unified compliance platform complete with AI-powered speech transcription and analytics.
  • Fraud and Security

    Identify risks and vulnerabilities in real time to help mitigate threats, ensure compliance, and improve investigations.
  • Branch Workforce Management

    Align staff to market opportunity to increase sales, drive revenue growth, and improve efficiency and in-branch CX.

This is a carousel with slides that do not auto-rotate. Use the Next and Previous buttons to navigate.

Banking Customer Success Stories

Insights & Resources

Banking FAQs

As customer expectations rise, your organization must be able to provide seamless CX across telephony, digital channels, and even in the bank branch. But contact centers have gone digital, and technology has evolved. As the problem’s changed, the solution needs to change, too.

CX Automation lets you elevate customer experience without additional labor cost using AI. In other words, it lets you do more with less. Learn more about Verint Open Platform now.